| IDXX |
Report |
Q2 revenue |
BEAT |
pred ~$1.218B vs. cons $1.205B |
MEDIUM |
| IDXX |
Report |
Q2 diluted EPS |
BEAT |
pred ~$4.04 vs. cons $3.95 |
MEDIUM |
| IDXX |
Report |
Q2 CAG Diagnostics recurring organic revenue growth |
BEAT |
pred ~10.1% vs. cons 9.5% |
MEDIUM |
| IDXX |
Guide |
Full-year revenue guidance midpoint |
BETTER |
guide ~$4.740B vs. cons $4.720B (FY2026) |
MEDIUM |
| IDXX |
Guide |
Full-year CAG Diagnostics recurring organic revenue growth midpoint |
BETTER |
guide ~9.8% vs. cons 9.7% (FY2026) |
MEDIUM |
| IDXX |
Guide |
Full-year diluted EPS guidance midpoint |
BETTER |
guide ~$14.82 vs. cons $14.68 (FY2026) |
MEDIUM |
| IDXX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.8% |
— |
MEDIUM |
| IDXX |
Return |
5-day cumulative residual |
+6.2% (FOLLOW-THROUGH) |
The projected FY2026 EPS guide midpoint of ~$14.82 vs. consensus $14.68 implies that the expected Q2 EPS beat of ~$4.04 vs. $3.95 is not merely absorbed by weaker out-period assumptions. Modest second-half revenue and recurring-growth upgrades should support upward estimate revisions after the initial reaction. |
MEDIUM |